Planned Giving Commitment Form

Planned Giving Commitment Form

I/We wish to provide for the future of the North Carolina Tennis Foundation, Inc. through a provision in my/our estate plans, and with this letter I am/we are informing the North Carolina Tennis Foundation, Inc. of my/our plans.
Name of Donor:

First NameLast Name
Name of Spouse (or other beneficiary):

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Phone Number
I/We have provided for the future of the North Carolina Tennis Foundation, Inc. in the following manner:

Bequest in my/our will (percent/dollar amount):____________________________________Living Trust (percent/dollar amount):_______________________________________________Retirement Plan Beneficiary (primary/contingent):__________________________________Charitable Gift Annuity at (name of provider):______________________________________Life Insurance Plan Beneficiary (primary/contingent):_______________________________Family Foundation Beneficiary (percent/dollar amount):_____________________________Endowment or Donor-Advised Fund (name of provider):_____________________________Other (e.g. real estate, land, business, securities, jewelry)___________________________General Commitment - While I/We do not know the details of my/our planned gift at this time. I/We will make a planned future gift to the North Carolina Tennis Foundation, Inc. When these details are known, I/We will notify the North Carolina Tennis Foundation, Inc.
Estimated dollar amount of gift?
I/We have made provisions for a gift to benefit:

Annual FundJL Stacks NJTL EndowmentSaunders-Langford Youth Development EndowmentEmily H. Preyer Family EndowmentScott Pollard Youth Development FundAnthony Blackman Scholars EndowmentWhere the need is the greatestA specific purpose that I would like to discuss with someone (*Contact Kelly Gaines, Executive Director, North Carolina Tennis Foundation, Inc. if you wish to establish an endowment or to honor a specific person with your gift)
The North Carolina Tennis Foundation, Inc has my/our permission to include my/our name(s) in published lists (publications, newsletters, donor recognition plaque, website, Hall of Fame Program) recognizing planned giving donors. (Please select one)

YesNo
All information provided is considered confidential and is only used to track current and potential planned gifts to the North Carolina Tennis Foundation, Inc. This form is non-binding and does not constitute a legal promise of any future donation. We understand your estate plans may change. Please discuss your planned giving intentions with your financial planning and legal advisors as well as those responsible for your estate (next of kin, estate manager, executor).
Below are samples of language you and your estate team may use in your will or legal documents to ensure your gift is fulfilled: "I hereby give to the North Carolina Tennis Foundation, Inc. a charitable, education nonprofit organization (EIN: 56-6060900) with a mailing address of 2709 Henry Street, Greensboro, NC 27405; Email Kelly@nctennis.com; and Website of www.nctennisfoundation.com, the sum of $__________________; or _________% of the residue of my estate to be used where most needed."
Name and contact information of Attorney or Financial Advisor (optional):
Please upload any pertinent documentation you would like the North Carolina Tennis Foundation, Inc. to keep on file for record-keeping purposes or return this form and any attachments to: North Carolina Tennis Foundation, Inc., 2709 Henry Street, Greensboro, NC 27405, Attn: Kelly Gaines, Executive Director.

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